Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Hold
2,198
0.13% 137
2025
Q1
$352K Buy
+2,198
New +$352K 0.12% 144
2024
Q4
Sell
-2,548
Closed -$577K 93
2024
Q3
$577K Hold
2,548
0.19% 113
2024
Q2
$570K Hold
2,548
0.23% 115
2024
Q1
$652K Hold
2,548
0.26% 110
2023
Q4
$579K Buy
+2,548
New +$579K 0.25% 98